September 15, 2025
Westbrooke and RMB close fund with R3.8 billion available for investment
South African investors are shifting billions into alternative assets like Westbrooke’s WDO UK Fund, seeking hard currency returns, diversification, and downside protection amid market volatility. Backed by RMB, the fund targets 15%+ returns via hybrid capital in UK lower-middle market deals.
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June 27, 2025
What would stagflation mean for equity investors?
Stagflation may sound alarming, but Duncan Lamont of Schroders reveals that equities have historically held up better than feared. Sector and regional differences matter, and active strategies may thrive as dispersion grows—making panic premature and diversification essential.
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September 15, 2025
Rosy-ish US economic outlook could be marred by stalled trade deals and volatility in the Middle East
Global growth remains modest, limiting equity market upside, says Sebastian Mullins of Schroders Australia. While U.S. data looks resilient, trade uncertainty, geopolitical risks, and fiscal pressures challenge outlooks. Currency shifts favour the euro and yen as USD risks mount amid volatility.
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July 3, 2025
The madness and the mundane
Geopolitical tensions in the Middle East, particularly U.S. strikes on Iran, have heightened oil market volatility. While energy disruptions pose inflation risks, broader economic factors, like tariffs and central bank policies, remain more critical for long-term global growth and markets.
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June 18, 2025
Structures are a compelling offering at times like these
Luvhani Makoni of Liberty highlights how structured investments like the Global Performer V6 and ESG V6 offer South African investors offshore exposure, capital protection, and targeted returns – providing stability and growth in today’s uncertain global market environment.
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July 3, 2025
Here’s how not to torpedo your stock portfolio
Wendy Myers, Head of Securities at PSG, unpacks key principles for maximising investment returns – including diversification, risk tolerance, and compounding. She warns against common pitfalls and highlights the value of patience, discipline, and trusted advice in long-term investing success.
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